Greenleaf Trust’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.72M | Buy |
6,231
+231
| +4% | +$109K | 0.03% | 162 |
|
|
2025
Q4 | $3.07M | Buy |
6,000
+50
| +0.8% | +$24.4K | 0.03% | 140 |
|
|
2025
Q3 | $2.84M | Sell |
5,950
-71
| -1% | -$35.8K | 0.03% | 146 |
|
|
2025
Q2 | $3.02M | Sell |
6,021
-652
| -10% | -$302K | 0.03% | 142 |
|
|
2025
Q1 | $3.11M | Sell |
6,673
-19
| -0.3% | -$9.15K | 0.03% | 142 |
|
|
2024
Q4 | $3.17M | Sell |
6,692
-22
| -0.3% | -$10.5K | 0.03% | 135 |
|
|
2024
Q3 | $3.19M | Buy |
6,714
+29
| +0.4% | +$13.4K | 0.03% | 139 |
|
|
2024
Q2 | $2.81M | Buy |
6,685
+243
| +4% | +$96.7K | 0.03% | 140 |
|
|
2024
Q1 | $2.53M | Buy |
6,442
+59
| +0.9% | +$22.8K | 0.02% | 147 |
|
|
2023
Q4 | $2.49M | Buy |
6,383
+490
| +8% | +$170K | 0.03% | 149 |
|
|
2023
Q3 | $1.86M | Buy |
5,893
+264
| +5% | +$89.8K | 0.02% | 169 |
|
|
2023
Q2 | $1.96M | Buy |
5,629
+938
| +20% | +$297K | 0.02% | 165 |
|
|
2023
Q1 | $1.44M | Buy |
4,691
+447
| +11% | +$135K | 0.02% | 215 |
|
|
2022
Q4 | $1.18M | Sell |
4,244
-865
| -17% | -$237K | 0.02% | 237 |
|
|
2022
Q3 | $1.24M | Sell |
5,109
-98
| -2% | -$28.5K | 0.02% | 203 |
|
|
2022
Q2 | $1.42M | Buy |
5,207
+665
| +15% | +$199K | 0.02% | 172 |
|
|
2022
Q1 | $1.53M | Buy |
4,542
+761
| +20% | +$256K | 0.02% | 175 |
|
|
2021
Q4 | $1.48M | Buy |
3,781
+226
| +6% | +$87.2K | 0.02% | 176 |
|
|
2021
Q3 | $1.26M | Buy |
3,555
+115
| +3% | +$43.3K | 0.02% | 191 |
|
|
2021
Q2 | $1.25M | Buy |
3,440
+232
| +7% | +$77.2K | 0.02% | 192 |
|
|
2021
Q1 | $958K | Buy |
3,208
+315
| +11% | +$88.7K | 0.01% | 216 |
|
|
2020
Q4 | $840K | Sell |
2,893
-21
| -0.7% | -$5.87K | 0.01% | 214 |
|
|
2020
Q3 | $845K | Buy |
2,914
+1
| +0% | +$285 | 0.01% | 189 |
|
|
2020
Q2 | $800K | Buy |
2,913
+264
| +10% | +$67.1K | 0.01% | 190 |
|
|
2020
Q1 | $560K | Buy |
2,649
+1,125
| +74% | +$273K | 0.01% | 209 |
|
|
2019
Q4 | $362K | Sell |
1,524
-29
| -2% | -$6.44K | 0.01% | 365 |
|
|
2019
Q3 | $318K | Buy |
1,553
+140
| +10% | +$29.3K | ﹤0.01% | 391 |
|
|
2019
Q2 | $276K | Buy |
1,413
+104
| +8% | +$19.7K | ﹤0.01% | 426 |
|
|
2019
Q1 | $237K | Buy |
+1,309
| New | +$215K | ﹤0.01% | 449 |
|
|
2018
Q1 | – | Sell |
-70
| Closed | -$10K | – | 617 |
|
|
2017
Q4 | $10K | Sell |
70
-42
| -38% | -$6.16K | ﹤0.01% | 658 |
|
|
2017
Q3 | $16K | Buy |
+112
| New | +$14.7K | ﹤0.01% | 614 |
|
Other funds holding MCO
VCM
VPM
PAM
Greenleaf Trust's MCO Position: Q1 2026 in Review
Greenleaf Trust increased its Moody's (MCO) stake by 3.9% in Q1 2026, buying an estimated $109K and bringing the position to 6,231 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #162.
Greenleaf Trust first reported a position in MCO in Q3 2017 and has held it in 31 quarters since. The position peaked at $3.19M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.
- Greenleaf Trust held 6,231 shares of Moody's worth $2.72M as of Q1 2026.
- Greenleaf Trust bought 231 Moody's shares in Q1 2026, an estimated $109K.
- Moody's made up 0.03% of Greenleaf Trust's portfolio in Q1 2026, its #162 holding.
- Greenleaf Trust first reported a position in Moody's in Q3 2017 and has held it in 31 quarters since.
- Greenleaf Trust's Moody's position peaked at $3.19M in Q3 2024.
- 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.